Add label to a lead depending on a choices from a Pipedrive Webform
Hello community !
I was wondering if it was possible to :
- automatically add a label to a newly created lead coming from a Pipedrive Webform
- the label should be based on the status of a field of the Webform
I can't see how to do it using Automations…
Many thanks for the support !
Aissa
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Best Answers
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Hello @Aissax,
We can indeed use automations to update Lead labels when a new Lead is created from Webforms. For this you can set up an automation similar to following:
Here, we are making use of the default Lead course field to identify Leads created from Webforms, and based on a custom field, we are applying the label.
As for the second point of your question, please note that each option in the webform would need a separate automation setup in order for this to work. Since the trigger will be the same, you can duplicate the automation and simply edit the condition and action step.
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